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Market Outlooks
Inflation, Investments, and the Upcoming Election | Scott Colyer CEO/CIO AAM
AAM's CEO/CIO Scott Colyer speaks on inflation, investments, and the upcoming US presidential election.
Market Outlooks
Virus, The Fed, and Junk Bonds | Scott Colyer CEO/CIO AAM
AAM's CEO/CIO Scott Colyer speaks on the virus, the Fed, and junk bonds during the COVID-19 induced recession.
Market Outlooks
AAM Viewpoints: What If…? Reflections on a Potential Post-Covid New Normal
This piece is approved to use with clients.
As the coronavirus spread throughout the world shutting down economies only to reopen in fits and starts, people’s behavior patterns are changing, especially as it relates to travel, buying/shopping, vacations, higher education, entertainment, overall health practices and consumer consumption.
Market Outlooks
AAM Viewpoints: Free Cash for Sale!
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In the face of recession sparked by the COVID-19 pandemic, actions by Congress and the Federal Reserve saturated the money markets, capital markets, and consumers’ pockets with $2.3 trillion of liquidity and a near-zero fed funds rate.
Market Outlooks
AAM Viewpoints: Key Determinant of Severity of a Recession the Degree of Market and Economic Liquidity
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In the book “A Brief History of Doom” by Richard Vague, he lays out that since the 1800s there have been six different types of financial crises: external and internal sovereign debt, stock market, inflation, currency and financial or as he details, lending and private debt.
Market Outlooks
AAM Viewpoints: 2020 Mid-Year Fixed Income Review
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The first half of 2020 was a tale of two very different markets. The first quarter (Q1) was one for the record books as many of us looked forward to an end to the global lockdown and a return to normalcy.
Market Outlooks
AAM Viewpoints: What do Valuations Typically do in the aftermath of Bear Markets?
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The broad equity market as measured by the S&P 500 index has rebounded sharply off the March 23 lows gaining 41.7% (price basis) as of this writing (3/23/20 to 7/08/20).
Market Outlooks
AAM Viewpoints: Why Sustainability is having a “Good Crisis”
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Sustainability and ESG (Environmental, Social, and Governance) are the new buzz words in investing but – despite their popularity – they are often poorly understood.
Market Outlooks
AAM Viewpoints: Municipal Market’s Swift Recovery Overshadows Tailwinds
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One thing is for certain, there has been no lack of conversation surrounding the shape of the recovery across both equity and fixed income markets.
Market Outlooks
AAM Viewpoints: Recession Now Official; New Bull Market Emerges
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In my Viewpoints commentary from mid-March, we were in the throes of a record selloff with a drop in asset prices across all asset classes. The COVID-19 pandemic was firmly entrenched in the northeast United States and spreading quickly.
Market Outlooks
AAM Viewpoints: Promising sub-industries in a Post-Covid-19 World
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It’s no secret the world has gone crazy and there will be many rippling effects across the economy, many of which we can already measure as analysts pump out article after article about record-breaking indicators – often causing more fear than anything else.
Market Outlooks
AAM Viewpoints: Municipal Markets: No Height Requirement, but a Strong Stomach is Advised
This piece is approved to use with clients.
The municipal bond market can be aptly described as a rollercoaster ride over the past several months. This applies to both the movement of yields and the emotional/mental toll it took upon participants.